Seasonal Receptionist - Edwardsburg Location
About The Position
Join our team during the busy tax season in a role designed to support both our clients and Korhorn Financial Group (KFG). This seasonal position runs from January 2027 through approximately April 15, 2027, and plays an important part in delivering exceptional service during one of our busiest times of the year. This position typically works Monday through Friday, averaging 40 hours per week, with regular working hours generally scheduled from 8:00 a.m. to 5:00 p.m., with an hour lunch. Ideal candidates are dependable, detail-oriented, and enjoy providing outstanding client service in a fast-paced environment. This is a great opportunity for someone seeking a seasonal role while making a meaningful contribution to our clients' experience and the success of KFG during tax season.
Requirements
- Ability to help clients feel welcomed, cared for, and relaxed
- All communication and correspondence are addressed and or processed in a professional, warm, and timely manner
- Exceptional communication skills including written and verbal skills appropriate to individual client situations
- Previous professional experience working in a role where client service was a focus
- Mastery of administrative procedures and systems such as word, electronic files and records, general office, and equipment functions
- Must be service oriented with a passion for exceeding client expectations
- Must be able to thrive in a fast-paced environment
- Excellent verbal and written communication skills
- Excellent organizational skills and attention to detail
- Excellent time management skills and proven ability to meet deadlines
- Ability to work well in a team and independently
- Ability to prioritize tasks and reprioritize appropriately to meet dynamic needs
- Ability to adapt to the needs of the organization, clients, and employees
- Proficient in Microsoft Office Suite and ability to learn the organizations software tools and systems
- Strong typing skills and able to type at least 60 words per minute
- Ability to effectively utilize AI tools to enhance communication, organization, efficiency, and client service while maintaining accuracy and confidentiality.
Responsibilities
- Open, close and maintain the office ensuring safety, security, and client white glove first impression.
- Greet clients and act as “host/hostess” to guests in the office
- Maintain lobby and public spaces of Branch, keeping them stocked and ready for clients
- Answering and directing calls
- Assist walk ins
- Assisting with deliveries, vendors, conference room assignments, scanning of DLs
- Notifying advisors of client arrivals
- Taking credit card payments
- Cleaning/prepping Conference Rooms
- Monitor Supply emails and transfer to appropriate Team Members
- Manage KFG’s incoming and outgoing mail
- Monitor Reservation Channel
- Member of KFG Compassion Team
- Scan documents as requested for advisors and clients
- Protect and secure client documents within locked storage at all times
- Collect signed “Confidential Agreement” from appropriate parties
- Coordinate the “snow team” for safe and clear entryways and sidewalks during winter months
- Back up for Tax Season intake and delivery desks, scanning, assembly and organize.
- Perform other duties as required
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
